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Nonprofit · EIN 38-6074066

SIGMA GAMMA FOUNDATION

Tax-exempt · GROSSE PT FRM, MI 48236

Financials

$355K$182K2023$382K$229K2024$197K$230K2025
Revenue Expenses · by fiscal year end
Financials of SIGMA GAMMA FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$196,868$229,793-$32,925$3,446,762$0$3,446,762
December 31, 2024990-PF$382,061$228,687$153,374$3,479,687$0$3,479,687
December 31, 2023990-PF$355,187$181,692$173,495$3,326,313$0$3,326,313
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$6,581
Dividends
$85,263
Net gain from sales of assets
$105,024

Expenses

Grants and similar amounts paid
$187,324
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$187,324
Excise tax on investment income
$2,201

Balance sheet and other

Total assets, start of year
$3,479,687
Total assets, end of year
$3,446,762
Total liabilities, end of year
$0
Net assets, end of year
$3,446,762
Fair market value of assets
$4,285,448
Qualifying distributions
$187,324
Net investment income
$190,287

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
MRS JOHN B WARREN JR
PO BOX 36373, GROSSE POINTE FARMS, MI 48236
DIRECTOR1$0
MRS DAVID M HEMPSTEAD
PO BOX 36373, GROSSE POINTE FARMS, MI 48236
DIRECTOR1$0
MRS PETER DURAND
PO BOX 36373, GROSSE POINTE FARMS, MI 48236
DIRECTOR1$0
MRS CHARLES L HENRITZY
PO BOX 36373, GROSSE POINTE FARMS, MI 48236
DIRECTOR1$0
MRS WILLIAM P HELLER JR
PO BOX 36373, GROSSE POINTE FARMS, MI 48236
PRESIDENT3$0
MRS GEORGE A NICHOLSON III
PO BOX 36373, GROSSE POINTE FARMS, MI 48236
DIRECTOR1$0
MRS LEONARD W SMITH
PO BOX 36373, GROSSE POINTE FARMS, MI 48236
DIRECTOR1$0
MRS ARTHER H GETZ
PO BOX 36373, GROSSE POINTE FARMS, MI 48236
VICE PRESIDENT/SECRETARY3$0
MRS JOHN SCHNEIDER
PO BOX 36373, GROSSE POINTE FARMS, MI 48236
DIRECTOR1$0
MRS THOMAS R QUILTER
PO BOX 36373, GROSSE POINTE FARMS, MI 48236
DIRECTOR1$0
MRS JAMES F WHITEHEAD III
PO BOX 36373, GROSSE POINTE FARMS, MI 48236
DIRECTOR1$0
MRS ROGER HULL
PO BOX 36373, GROSSE POINTE FARMS, MI 48236
VICE PRESIDENT NOMINEE1$0
MRS GARLAND M KNIGHT III
PO BOX 36373, GROSSE POINTE FARMS, MI 48236
DIRECTOR1$0
MRS ROBERT R LUBERA
PO BOX 36373, GROSSE POINTE FARMS, MI 48236
TREASURER (CURRENT)1$0
MRS LLOYD A SEMPLE
PO BOX 36373, GROSSE POINTE FARMS, MI 48236
DIRECTOR1$0
990-PF for the year ended December 31, 2024: 15 people
NameTitleHours / weekCompensation
MRS JOHN B WARREN JR
PO BOX 36373, GROSSE POINTE FARMS, MI 48236
DIRECTOR1$0
MRS DAVID M HEMPSTEAD
PO BOX 36373, GROSSE POINTE FARMS, MI 48236
DIRECTOR1$0
MRS PETER DURAND
PO BOX 36373, GROSSE POINTE FARMS, MI 48236
DIRECTOR1$0
MRS CHARLES L HENRITZY
PO BOX 36373, GROSSE POINTE FARMS, MI 48236
DIRECTOR1$0
MRS WILLIAM P HELLER JR
PO BOX 36373, GROSSE POINTE FARMS, MI 48236
PRESIDENT3$0
MRS GEORGE A NICHOLSON III
PO BOX 36373, GROSSE POINTE FARMS, MI 48236
DIRECTOR1$0
MRS LEONARD W SMITH
PO BOX 36373, GROSSE POINTE FARMS, MI 48236
DIRECTOR1$0
MRS ARTHER H GETZ
PO BOX 36373, GROSSE POINTE FARMS, MI 48236
VICE PRESIDENT/SECRETARY3$0
MRS JOHN SCHNEIDER
PO BOX 36373, GROSSE POINTE FARMS, MI 48236
DIRECTOR1$0
MRS THOMAS R QUILTER
PO BOX 36373, GROSSE POINTE FARMS, MI 48236
DIRECTOR1$0
MRS JAMES F WHITEHEAD III
PO BOX 36373, GROSSE POINTE FARMS, MI 48236
DIRECTOR1$0
MRS ROGER HULL
PO BOX 36373, GROSSE POINTE FARMS, MI 48236
VICE PRESIDENT NOMINEE1$0
MRS GARLAND M KNIGHT III
PO BOX 36373, GROSSE POINTE FARMS, MI 48236
DIRECTOR1$0
MRS ROBERT R LUBERA
PO BOX 36373, GROSSE POINTE FARMS, MI 48236
TREASURER (CURRENT)1$0
MRS LLOYD A SEMPLE
PO BOX 36373, GROSSE POINTE FARMS, MI 48236
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 15 people
NameTitleHours / weekCompensation
MRS JOHN B WARREN JR
PO BOX 36373, GROSSE POINTE FARMS, MI 48236
DIRECTOR1$0
MRS DAVID M HEMPSTEAD
PO BOX 36373, GROSSE POINTE FARMS, MI 48236
DIRECTOR1$0
MRS LLOYD A SEMPLE
PO BOX 36373, GROSSE POINTE FARMS, MI 48236
TREASURER (FORMER)4$0
MRS PETER DURAND
PO BOX 36373, GROSSE POINTE FARMS, MI 48236
DIRECTOR1$0
MRS CHARLES L HENRITZY
PO BOX 36373, GROSSE POINTE FARMS, MI 48236
DIRECTOR1$0
MRS WILLIAM P HELLER JR
PO BOX 36373, GROSSE POINTE FARMS, MI 48236
PRESIDENT3$0
MRS GEORGE A NICHOLSON III
PO BOX 36373, GROSSE POINTE FARMS, MI 48236
DIRECTOR1$0
MRS LEONARD W SMITH
PO BOX 36373, GROSSE POINTE FARMS, MI 48236
DIRECTOR1$0
MRS ARTHER H GETZ
PO BOX 36373, GROSSE POINTE FARMS, MI 48236
VICE PRESIDENT/SECRETARY3$0
MRS JOHN SCHNEIDER
PO BOX 36373, GROSSE POINTE FARMS, MI 48236
DIRECTOR1$0
MRS THOMAS R QUILTER
PO BOX 36373, GROSSE POINTE FARMS, MI 48236
DIRECTOR1$0
MRS JAMES F WHITEHEAD III
PO BOX 36373, GROSSE POINTE FARMS, MI 48236
DIRECTOR1$0
MRS ROGER HULL
PO BOX 36373, GROSSE POINTE FARMS, MI 48236
VICE PRESIDENT NOMINEE1$0
MRS GARLAND M KNIGHT III
PO BOX 36373, GROSSE POINTE FARMS, MI 48236
DIRECTOR1$0
MRS ROBERT R LUBERA
PO BOX 36373, GROSSE POINTE FARMS, MI 48236
TREASURER (CURRENT)1$0

Address and contacts

Address (IRS master file)
PO BOX 36373, GROSSE PT FRM, MI 48236-0373
Signed the 990-PF
MARY LUBERA, TREASURER
Phone
(586) 772-8100
Return prepared by
COHEN & CO ADVISORY LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
38-6074066
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1957
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,446,762
Income (IRS master file)
$2,090,602

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$196,868$229,793$3,446,762IRS
990-PFDecember 2024$382,061$228,687$3,479,687IRS
990-PFDecember 2023$355,187$181,692$3,326,313XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 38-6074066).

Questions about SIGMA GAMMA FOUNDATION

What is the EIN of SIGMA GAMMA FOUNDATION?
The employer identification number (EIN) of SIGMA GAMMA FOUNDATION is 38-6074066.
Is SIGMA GAMMA FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1957.
Are donations to SIGMA GAMMA FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SIGMA GAMMA FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of SIGMA GAMMA FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SIGMA GAMMA FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of SIGMA GAMMA FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 15 people; 0 received compensation from the organization.
How much revenue does SIGMA GAMMA FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $196,868, expenses of $229,793 and total assets of $3,446,762 at year end.

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